Who Owns INNOVATOR ETFS TRUST (DDFO)?Hedge Fund & Institutional Holders

$21.50-0.02 (-0.09%)BATS

Institutional Holders

49

as of Q4 2025

Total Institutional Value

$1.6766000107030006e+199T

% of Float Held

QoQ Change in Holders

+15 / -0

Price History

$21.08$21.25$21.43$21.61$21.79Oct 25Dec 25Mar 26

DDFO — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Weaver Capital Management LLCNew Position+776K+$16.8B
Valtinson Bruner Financial Planning LLCNew Position+495K+$10.7B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+341K+$7.0B
Archer Investment CorpNew Position+127K+$2.7B
Southland Equity Partners LLCNew Position+84K+$1.8B
MACROVIEW INVESTMENT MANAGEMENT LLCNew Position+62K+$1.3B
WORLD EQUITY GROUP, INC.New Position+36K+$775.0M
Sigma Planning CorpNew Position+35K+$763.0M
Farther Finance Advisors, LLCNew Position+29K+$636.0M
Clear Point Advisors Inc.New Position+26K+$557.0M
DHJJ Financial Advisors, Ltd.New Position+23K+$500.0M
Cornerstone Wealth Group, LLCNew Position+21K+$458.0M
Grantvest Financial Group LLCNew Position+20K+$438.0M
CALIBER WEALTH MANAGEMENT, LLC / KSNew Position+18K+$396.0M
KFG WEALTH MANAGEMENT, LLCNew Position+18K+$382.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Weaver Capital Management LLC775,688$16.8B3.54%Share
2Valtinson Bruner Financial Planning LLC495,178$10.7B3.08%Share
3COMMONWEALTH EQUITY SERVICES, LLC340,754$7.0B0.01%Share
4Archer Investment Corp126,753$2.7B0.62%Share
5Southland Equity Partners LLC83,962$1.8B0.36%Share
6MACROVIEW INVESTMENT MANAGEMENT LLC61,817$1.3B0.91%Share
7WORLD EQUITY GROUP, INC.35,858$775.0M0.22%Share
8Sigma Planning Corp35,339$763.0M0.02%Share
9Farther Finance Advisors, LLC29,447$636.0M0.01%Share
10Clear Point Advisors Inc.25,774$557.0M0.43%Share
11DHJJ Financial Advisors, Ltd.23,177$500.0M0.17%Share
12Cornerstone Wealth Group, LLC21,200$458.0M0.03%Share
13Grantvest Financial Group LLC20,283$438.0M0.28%Share
14CALIBER WEALTH MANAGEMENT, LLC / KS18,354$396.0M0.04%Share
15KFG WEALTH MANAGEMENT, LLC17,716$382.0M0.05%Share
16INTEGRITY ALLIANCE, LLC.14,225$307.0M0.01%Share
17KINGSWOOD WEALTH ADVISORS, LLC14,012$302.0M0.01%Share
18Visionary Wealth Advisors11,789$254.0M0.01%Share
19AssuredPartners Investment Advisors, LLC11,255$243.0M0.04%Share
20Koshinski Asset Management, Inc.10,646$230.0M0.01%Share
21ADAPT WEALTH ADVISORS, LLC10,416$225.0M0.08%Share
22Pallas Capital Advisors LLC9,390$202.0M0.01%Share
23Pinnacle Wealth Management Group, Inc.9,280$200.0M0.10%Share
24Allworth Financial LP1,858,658$40.2M0.16%Share
25SageView Advisory Group, LLC474,479$10.0M0.34%Share
26HARBOUR INVESTMENTS, INC.266,410$5.8M0.12%Share
27UBS Group AG131$2.0M0.00%Share
28CENTAURUS FINANCIAL, INC.49,532$1.0M0.05%Share
29Cetera Investment Advisers68,070$1.0M0.00%Share
30Cambridge Investment Research Advisors, Inc.73,182$1.0M0.00%Share
31Castle Rock Wealth Management, LLC45,981$996K0.22%Share
32World Investment Advisors38,555$833K0.02%Share
33Welch Financial Planning, LLC30,235$653K0.48%Share
34CALTON & ASSOCIATES, INC.27,802$600K0.09%Share
35Brookstone Capital Management11,800$255K0.00%Share
36Merit Financial Group, LLC11,338$245K0.00%Share
37Pitti Group Wealth Management, LLC11,150$241K0.20%Share
38GILPIN WEALTH MANAGEMENT, LLC400$8K0.01%Share
39EverSource Wealth Advisors, LLC200$4K0.00%Share
40JANE STREET GROUP, LLC19,777$00.00%Share
41Kingsview Wealth Management, LLC45,441$00.00%Share
42Aptus Capital Advisors, LLC3,250$00.00%Share
43FOUNDATIONS INVESTMENT ADVISORS, LLC17,677$00.00%Share
44IFP Advisors, Inc32,567$00.00%Share
45Kestra Advisory Services, LLC6,974$00.00%Share
46NewEdge Advisors, LLC13,385$00.00%Share
47HighTower Advisors, LLC23,092$00.00%Share
48ROTHSCHILD INVESTMENT LLC7,050$00.00%Share
49Atria Investments, Inc35,858$00.00%Share

As of Q4 2025, 49 institutional investors hold DDFO (INNOVATOR ETFS TRUST). The largest holder is Weaver Capital Management LLC with $16.8B in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own DDFO?

As of Q4 2025, 49 institutional investors report holding DDFO (INNOVATOR ETFS TRUST) in their 13F filings.

Who is the largest institutional holder of DDFO?

The largest institutional holder of DDFO is Weaver Capital Management LLC with $16.8B in shares.

Is institutional ownership of DDFO increasing or decreasing?

This quarter, 15 institutions opened new positions in DDFO and 0 closed their positions.